Customer Credit Management for POS and Website in Odoo
by BrowseInfo https://www.browseinfo.com$ 150.44
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 962 |
| Technical Name |
internal_credit_payment |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 12.0 14.0 17.0 16.0 15.0 13.0 11.0 9.0 10.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 962 |
| Technical Name |
internal_credit_payment |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 12.0 14.0 17.0 16.0 15.0 13.0 11.0 9.0 10.0 |
Customer Credit Payment Management for POS and Website Odoo Apps
This Odoo apps allow credit payment facility in Odoo eCommerce/online store/webshop and POS. This Odoo module is complete features of customer credit management system which manages the credit balance, pay orders and bill using credit balance, add/update credit balance. Single credit amount balance use on point of sale as well as on Odoo Website/Webstore. Accounting entries managed properly Whenever credit balance use for payment or balance updated also when first time balance allocated.
If you want to manage customer credit payment management on Odoo then this will be the good Odoo app for use. By using this app you can easily add/update credit balance of your customer . This credit can be used as Payment, on time of pos order payment and eCommerce Order Payment with specific Journal. Customer credit balance can easily shown on each customer card and on POS screen as well as on Website screen. So don't need to go back and check each customer's credit balance. It has feature to pay partially or fully using credit balance and rest of the payment can also able to pay using other payment method(On Both POS and Website).Customer can also add credit balance in their account from the website and POS .Admin user can allow pay more than credit balance to their customers too.
Looking for only Website customer credit Management Odoo App, please check below module link
Website customer credit Management Odoo App.
Looking for only POS customer credit Management Odoo App, please check below module link
POS customer credit Management Odoo App.
Multi Language Translation Available
We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.
Features
Add/Update Credit Amount of Customer in Website and POS
Easy to Add/Update credit amount of each customer by using Credit details menu under sales.
Automatically Update Credit Amount
When Customer used credit amount. That credit limit of particular customer will be automatically updated
Allow to pay fully/partially amount payment
Customer can Pay fully or partially generated POS order by using his/her credit easily.
Multiple methods for payment to customer
Customer can pay order from multiple payment method together when using Credit payment option.
Customer can pay from Credit Payment Method
At the time of Payment, Customer can pay from Credit Payment Method as per their available credit balance.
User can pay more amount then his/her credit balance
Customer can pay more then his/her available credit balance.
Does not allow to pay more payment then the available credit amount
Customer can not pay more then his/her available credit amount from credit payment journal.
Journal entry with the credit payment option
Correct Journal entry has been generated with credit payment option as its generated with default Odoo POS. So no need to worry about accounting transaction effected by this module.Website Customer Credit Payment
Credit Product Configuration
Users have to select credit product under Website > Configuration > Settings menu.
Credit Detail Menu
We have created Credit Details menu in Sales. From that we can add credit for customer.
Smart Button on customer
View Smart button in customer Form view which shows how much credit available for that customer.
Update Customer Credit History
Customer's credit history and customer credit with payment history will be display under "Customer Credit Details" tab.
Update Credit Payment with Accounting Entry
Credit Payment with Accounting Entry Wizard
When you click on "Update With Accounting Entry" button, one wizard will open in which you need to add credit amount and select payment journal.
Update Customer Credit Details With Accounting Entry
Credit entry details with accounting entry display under "Update Customer Credit With Payment History".
Payment Entry in Accounting
Customer's created accounting credit payment will be display here.
Payment Entry Form View
Credit On Website
Customer can view or add credit balance in their account from the website and that credit balance is also shown on website too.
Click on Add Credit Balance button to add credit from website.
Add Credit
After click on button customer can easily add credit balance from here.
You can see a product name "Credit Product" is generated as per entered credit amount.
Customer can add credit balance from different payment method.
Once the order is confirmed credit amount is added in credit balance of that particular customer.
In the back-end you can see the updated credit amount of customer.
Use Credit Payment
You can make payment of order using "Credit Payment" as shown in fig.
Confirm Order
You can see the order is confirmed with payment method as "Credit Payment".
Customer Credit Details
You can see that amount of order is deducted from user's credit balance and that history will be generated.
Sale Order
Sales order will be created with credit payment method.
Payment Transactions
Payment transaction is also created in back-end as per selected customer, sales order,order amount and credit payment method.
Deducted Credit Balance On Website
You can also see deducted balance of user on website in Credit menu.
Order More Than Credit Balance
When You place an order more than the available credit amount as shown below.
When order amount is more than your available credit balance, order is not placed.
Allow Credit Payment
Manager can allow their customer to pay more then his/her available credit balance.
After allowing that you can see that order is more than available credit balance is placed.
Credit On Customer
You can see the negative deducted balance of customer after order confirmation.
Point Of Sale with Credit payment.
Credit Detail Menu
We have created Credit Details menu in Sales. From that we can add credit for customer.
Smart Button on customer
View Smart button in customer Form view which shows how much credit available for that customer.
POS - Customer View
In Point Of sale,see customer's credit details.
Payment Methods
We made a credit journal in accounting for payment. Which is also show in POS configuration payment options.
No Customer Warning
We can not use credit payment option if there is no customer selected. It will be raise Error popup.
No Product Warning
If product is not selected then It will be raise Error popup in POS.
Credit Availability
Customer should not pay more than its credit availability and not more than order amount.
Payment Options
Customer can pay less amount from his credit for total amount. And for remaining amount he/she can use another journal(payment option).
Exact Amount of Order
Customer can pay exact amount of order so there is no any option to change amount.
Deduct Credit Amount with Customer Credit Details
When customer has used its credit for purchasing product than it will be automatically deducted from his credit and it will be also affected at backend of Customer.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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